Estate Planning Forms

Before Our Initial Meeting

 

Initial Documentation
 

These are the forms that we request be complete prior to your initial appointment. They are also mailed to you in your initial packet. This information packet will allow us to understand your life and planning goals. 


If you prefer to complete these documents on your computer, please click the link below, fill them out and bring a printed copy of the finished forms to your initial appointment or call our office to discuss other methods to get the completed forms to us. When you click on one of the links below it will download the needed Adobe Acrobat PDF document, you can then fill it in, print and/or save. 

Clients without an existing Trust please download this (pdf)

Download

Clients with a previous existing Trust please download this (pdf)

Download

After Our Initial Meeting

If we decide to move forward together in the planning process to create or update a Trust, we ask that you complete the appropriate Personal Information Form (PIF) below. This packet can also be obtained in hard copy at our office.


 Our Personal Information Form is an in-depth look into your life, finances, assets and basic information that gives us the knowledge to make the right recommendations and choices for your Legacy Plan. When you click on one of the links below it will download the needed Adobe Acrobat PDF document, you can then fill it in, print and/or save. 

Singles please use this Personal Information Form (pdf)

Download

Couples please use this Personal Information Form (pdf)

Download

Please Note!

You can usually save your form data by using the PDF toolbar save button or menubar.  In the event that your browser does not display a save button, you should be able to right-click on the PDF document itself and select SAVE from the menu.  We advise that you save a local copy of our PDF files before entering your information.  Then, you can save another copy (or print a copy) after filling out your information.  


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